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August 02, 2015 7:35 PM ET

Internet Software and Services

Company Overview of Smarsh, Inc.

Company Overview

Smarsh, Inc. provides cloud-based archiving and compliance solutions for companies in regulated and litigious industries. The company’s centralized platform provides a unified compliance and e-discovery workflow across a range of digital communications, including email, public and enterprise social media, Websites, instant messaging, and mobile messaging. It serves the regulatory compliance, e-discovery, and record retention requirements of financial services, healthcare and life sciences, public sector, and other industries. Smarsh, Inc. was founded in 2001 and is based in Portland, Oregon with additional offices in Atlanta, Georgia; New York, New York; Boston, Massachusetts; Los Angeles, C...

921 SW Washington Street

Suite 540

Portland, OR 97205

United States

Founded in 2001





Key Executives for Smarsh, Inc.

Founder, Chief Executive Officer and President
Chief Financial Officer
Age: 48
Vice President of Sales & Operations
Senior Vice President of Client Services
Chief Technology Officer
Age: 41
Compensation as of Fiscal Year 2015.

Smarsh, Inc. Key Developments

Smarsh Introduces Next Generation of the Archiving Platform

Smarsh, Inc. announced the availability of its next generation of The Archiving Platform, offering enhanced standard features across all archived content, new levels of performance, easier self-service and standardized core platform packages. With new packages available and flexible customization options, customers can choose the right set of features for their licensed use of The Archiving Platform to meet the demands of their company's specific regulatory, legal or records retention requirements. The Archiving Platform Packages and Add-on Modules Archiving customers choose from three core platform packages Starter, Professional, or Enterprise with varying capabilities and usage levels, and then select from Supervision, Discovery or Personal Archive add-on modules to enhance the features of the core platform package.

Smarsh Announces Transformation of Smarsh Sites into Advisor Launchpad

Smarsh announced the transformation of Smarsh Sites into Advisor Launchpad, an end-to-end digital marketing solution for financial advisors and registered representatives of broker dealers. Many advisors in the financial industry rely on outdated marketing practices for managing and growing their business. In order to keep pace with the evolving digital economy, it is critical for advisors to have a compelling web and social presence, and targeted digital marketing strategy that can attract, retain and grow client relationships. Advisor Launchpad is designed specifically for the unique needs of the financial services industry and enables effective, content-driven marketing by combining engaging websites with an end-to-end digital marketing solution. Advisor Launchpad enables firms to publish fresh, targeted content that empowers and educates clients, and promote their content with social media and email marketing. Combined with search engine optimization (SEO) to increase inbound website traffic, Advisor Launchpad helps advisors win new clients and grow their networks. With the most comprehensive digital marketing packages in the industry and additional add-on services for an even greater level of customization, Advisor Launchpad allows advisors to save time and money on their marketing initiatives, while ensuring they maintain compliance with financial industry regulations. Advisor Launchpad operates as its own business, with the expertise and financial backing of Smarsh, to deliver a compelling one-stop-shop for financial advisors looking to grow their practices. The Advisor Launchpad solution includes the following components: Website Advisors can choose from numerous mobile-friendly templates, or select a custom option, to create a visually compelling website as the digital storefront of their business. Blog The ability to serve up fresh, relevant content keeps customers coming back to the advisor’s website. Targeted Content Advisors can maintain a competitive edge by publishing fresh content based on a variety of target demographics. Copywriting Advisors who want to further customize their website with original content can take advantage of copywriting services. Email Marketing, Advisors can stay in touch with their clients and prospects via email marketing, tied directly into their blog and CRM. Social Media, Integration with popular social media channels helps drive traffic to the advisor’s website. Mobile, Compatibility with mobile devices improves access to the advisor’s website, improves client experience, and ensures the website is optimized for Google search. SEO, Full-service SEO packages provide a methodical and consultative approach to increasing inbound website traffic from search engines, such as Google and Bing. Advisor Launchpad is available now with a variety of packages and optional add-on services to meet a wide range of customer needs. Existing Smarsh Sites customers are already enjoying the benefits of the Advisor Launchpad platform.

Smarsh Launches New Personal Archive Solution for Email

Smarsh introduced its new Personal Archive, an add-on module to The Archiving Platform that gives end users fast and easy self-service access to their own archived electronic communications and files. There is a clear need for an employee self-service solution to help offload some of the IT burden of locating and restoring historical messages and content. The average employee spends about 28% of each week managing email, an effort made increasingly difficult by the rapid adoption of mobile devices in the workplace, along with exponential growth in communication channels and data volumes. The Smarsh Personal Archive gives employees the ability to retrieve archived emails themselves from their desktops, laptops, or mobile devices (including iPhone and Android), all web browsers and a Microsoft Outlook plugin.

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